Adding an Authorization Request to Signature Documents — Classic

Adding an Authorization Request to Signature Documents

An authorization request is similar to a payment request; the only difference is that authorizations verify that a particular credit card can be charged for goods and services rendered. The exact amount that will be charged to the card will be determined by the customer's actions at your business.

1. Complete the workflow for preparing a signature document, but do not send the document yet. Refer to Sending a File For Signature; if you're sending an authorization request, stop at step 6 and come back to this list.

2. Click Add Payments.

3. Select Authorization.

   

4. Enter a title for the authorization.

5. Click Add Payment.

6. Click Finish & Send. Your required authorization is sent to the client along with the signature documents in the file.